AI Assistant: Prompt Library, Tips, & Troubleshooting
Accelerate your work using Seeq’s AI Assistants, including prompt guidance, pro tips/best practices, and troubleshooting.
Prompting Guidance
We do our best to make Seeq’s AI as robust as possible to different ways of phrasing your question. That said, there are some best practices.

Be concise, clear, and direct.
Iterate. Following up or rephrasing, as you would in a real conversation, can help refine both your & the AI’s understanding of the analytics and approach.
Check AI’s work. Click Edit to check the underlying Formula; look up unfamiliar formulas in the Formula documentation or ask the Formula Agent.
Include units to help the assistant understand the desired math.
Specify item name(s) for new items, or for existing items if you have many similarly-named signals.
Break complex analytics into steps especially if you need access to the ‘intermediate’ items produced.
New topic? Not progressing? Start new chat.
Then, check out the icons below the AI’s answer: see the resources the Agent used to generate its answer with the button, give feedback with the thumbs up/down buttons, or retry with the redo button.

Chat Agents
These Agents reply in the chat window and are meant to be conversational, each subject matters per their domain.
TALK ABOUT THE WHY
Agent | Sample Tasks & Prompts | Sources of Knowledge |
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General | Outline analytics approach.
Learn more about Seeq or data analytics.
| ✅ Seeq Knowledge Base ✅ Q&A and Tips and Tricks: http://seeq.org ✅ Seeq Official Youtube Videos: https://www.youtube.com/@SeeqCorporation ✅ Seeq Formula Documentation ✅ Seeq Python Module (SPy) Documentation |
Formula | Learn about functions.
Solve analytics challenges.
| ✅ Seeq Formula Documentation ✅ Q&A and Tips and Tricks: http://seeq.org |
Data Lab | Learn about Seeq’s Python Library, SPy.
Build add ons (applications) and python analytics.
| ✅ Seeq Python Module (SPy) Documentation |
Action Agent
The Action Agent is able to take action in Workbench and Organizer, each with “skills” - specific things that it has been taught to do. Each skill has different caveats and best practices.
Actions Agent Workbench and Organizer actions do NOT see your actual timeseries data. Instead, they use the metadata of your items (Names, Descriptions, Units, etc) to allow them to reference items and understand what is in your display/page.
Depending on your server version, the actions that can be taken may differ from what is shown here. Always ask the Action Agent "What can you do for me?“ for an up-to-date comprehensive list of actions it can take for you.
Workbench Actions
Below shows the list of available actions the Action Agent can take on your behalf in Workbench.
Every time this agent takes an action, it enters the action in your Journal, with Before and After Journal links.
Workbench Action | Description | Example |
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Load Items to Worksheet | Insert and load data items like Signals, Conditions, and Scalars that aren't already present in your Worksheet. Accepts regex. You can specify an asset, datasource, etc. to narrow down your search. In later versions, you can also search for items specifying their properties, including capsule properties. Property Search Notes:
Best Practices:
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Remove Items from Worksheet | Remove items from your worksheet. Best Practices:
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Create New Calculations | Create new items for analytics tasks, such as smoothing, condition creation, or any other calculations. Best Practices:
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Update Existing Calculations | Modify existing calculated items, including updating their calculation methodologies. Best Practices:
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Rename Existing Items | Update the names of existing items in your Worksheet. Note:
Best Practices:
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Change Display Properties | Modify display properties such as lane assignment, color, line style, and more. Include the property name that should be changed. Available Properties to Modify:
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Toggle Worksheet Features | Toggle features like certainty, dimming, and grid lines in your worksheet. |
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Change Worksheet View | Change the view of your worksheet to the below list.
Note:
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Create Journal Entries | Add documentation or links in the Journal. NOTE: This action is able to traverse entire calculation hierarchies. With that, if wanting to document an analysis, be sure at a minimum your highest level calculations are in the Details Pane when you call this action. This action can insert links to:
Otherwise, this action can also simply document information without including any links. Best Practices:
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Send to Organizer | Send worksheets to an organizer, or create a new one for your reports. This action can send multiple worksheets or just your current worksheet. Notes:
Best Practices:
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Organizer Actions
Below is the list of actions the Action Agent can take on your behalf in Organizer. Note that only Documents are supported. Dashboards will be supported in the future.
Action | Description | Example |
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Modify HTML of Organizer Sheet | Modify the HTML of your Organizer sheet to create templates, adjust titles, move content, and enhance the layout. Best Practices:
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Insert Content from Workbench | Inserts content from worksheets in Workbench Analyses into your current Organizer. Note:
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Create Trends from Organizer Items | Create new trends from existing items in your Organizer and insert them into your sheet. This action allows you to create trends ad-hoc using any items that are already within your Organizer. |
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Duplicate a Single SheetDuplicate a Sheet across Assets | Duplicate your current Organizer sheet, creating an exact copy. Duplicate your sheet for multiple assets, creating a separate sheet for each. Note:
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Create Asset Selectors | Create new asset selectors, which allow you to swap between sibling assets under the same asset path. Note:
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Create Date Ranges | Create a new static date range. Condition and auto-updating date ranges are not supported yet. |
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Link Date Ranges or Selectors to Content | Link existing date ranges or asset selectors to specified content. Best Practices:
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Create Date Range or Asset Selector Labels | Insert labels for date ranges or asset selectors at the top or bottom of your current sheet. |
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Update Content to Current View | Update content to reflect the current or active workstep. |
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Schedule Updates | Add or update the schedule for when your Organizer sheet updates. Note:
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Troubleshooting
Start a new chat periodically to clear the AI's accumulation of references, metadata, etc.
Undo Action
Click "Before" link in the AI's Journal entry at the bottom of the Journal to step back before the issue.
Start new chat using "+" button in AI window.
Check agent choice e.g. Data Lab Agent is best for Data Lab/python.
“Invalid” answer or does not answer an “in-scope” (related to industrial analytics) question.
Click the
button in the answer. At the left-hand side, if the Category says “n/a”, the question was interpreted as invalid (couldn’t find relevant, allowed documentation). Try rephrasing the prompt.
Check items in the Details pane. Actions Agent will only do calculations on items in this Worksheet.
For the Journal action, the Actions Agent does have the ability to see referenced variables that are not in the Details pane.
AI Cheat Sheet 14 May 2024 v5.pdf